¡Ya estamos en ! Descubre más

Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Peterson Wealth Management
6626
Peterson Wealth Management
Nevada
USD 111 M -USD 10.4 M -9% 12.3% 88.9% 63 22.22% 1.9
Systrade
6627
Systrade
Liechtenstein
USD 111 M -USD 4.42 M -4% 27.6% 152% 9 66.67% 0.5
GraniteShares Advisors
6628
GraniteShares Advisors
New York
USD 111 M +USD 3.81 M +4% 10.9% 88.4% 117 47.01% 0.7
Silvia McColl Wealth Management
6629
Silvia McColl Wealth Management
California
USD 111 M +USD 11.1 M +11% 9.39% 82.7% 108 12.04% 0.9
Widmann Financial Services
6630
Widmann Financial Services
Maryland
USD 111 M +USD 10.7 M +11% 10.6% 75.2% 94 10.64% 1.6
Whalen Wealth Management
6631
Whalen Wealth Management
Nevada
USD 111 M – – 6.47% 90.2% 103 – 0
Cape Ann Asset Management
6632
Cape Ann Asset Management
United Kingdom
USD 111 M +USD 6.02 M +6% 16.1% 199% 6 0% 3
NBT
6633
Northwest Bank & Trust
Iowa
USD 111 M – – 12.6% – 197 – 0.5
Gerber LLC
6634
Gerber LLC
Ohio
USD 111 M – – 24.3% 137% 93 – 0
Indie Asset Partners
6635
Indie Asset Partners
Indiana
USD 111 M +USD 11.6 M +12% 7.03% 119% 89 14.61% 2.4
Gordian Capital (Singapore)
6636
Gordian Capital (Singapore)
Singapore
USD 111 M +USD 18 M +19% 16.4% 321% 136 5.15% 1.5
Comprehensive Wealth Management
6637
Comprehensive Wealth Management
Washington
USD 111 M +USD 4.5 M +4% 5.83% 40.6% 31 3.23% 1.5
Braun-Bostich & Associates
6638
Braun-Bostich & Associates
Pennsylvania
USD 111 M +USD 57.1 M +107% 9.52% 64.5% 121 56.2% 0.5
Providence Wealth Advisors
6639
Providence Wealth Advisors
Illinois
USD 111 M +USD 21.1 M +24% 10.1% 121% 80 13.75% 3.8
Reverence Capital Partners
6640
Reverence Capital Partners
New York
USD 111 M -USD 73.4 M -40% 0.64% 17.1% 2 0% 1.5
Breach Inlet Capital Management
6641
Breach Inlet Capital Management
South Carolina
USD 111 M – – 10.3% – 11 – 0
Broadcrest Asset Management
6642
Broadcrest Asset Management
Florida
USD 111 M +USD 17.7 M +19% 10.2% 54.1% 6 0% 1.5
A
6643
Atomvest
Hong Kong
USD 111 M +USD 19.7 M +22% 30.8% 90% 4 25% 2.3
Brewster Financial Planning
6644
Brewster Financial Planning
New York
USD 111 M +USD 10.7 M +11% 9.84% 44.3% 16 6.25% 1.6
Schubert & Co
6645
Schubert & Co
Texas
USD 110 M +USD 12.4 M +13% 14.4% 47.3% 33 12.12% 1.6
Dunhill Financial
6646
Dunhill Financial
United Kingdom
USD 110 M -USD 48.3 M -30% 10.8% 58.6% 729 90.4% 0
Spotlight Asset Group
6647
Spotlight Asset Group
Illinois
USD 110 M USD 0 0% 11.5% – 247 0% 1.3
Absolute Capital Management
6648
Absolute Capital Management
Pennsylvania
USD 110 M +USD 5.99 M +6% 10.7% 98.2% 102 43.14% 0.7
Cypress Financial Planning
6649
Cypress Financial Planning
New Jersey
USD 110 M -USD 64.8 M -37% 9.41% 41.2% 64 39.06% 1.2
Able Wealth Management
6650
Able Wealth Management
New Jersey
USD 110 M – – 7.66% 58.1% 611 – 0